No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Very satisfied with Simon’s direction and advice.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Excellent Financial adviser.
My original setup is very good, they offer sound financial advice.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Pleasant to deal with and seems to have our best interests at heart.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.